Joseph joined Templar Advisors in 2023 from Momenta, a consulting firm focusing on people development, where he worked with banking clients, including UBS, Credit Suisse, Julius Baer, BNP Paribas, HSBC and Bank of Singapore.
Joseph has been training bankers since 2006. He combines a deep understanding of the banking environment with broad L&D expertise. He was an L&D Director of UBS, supporting the Investment Banking, Asset Management and Wealth Management business. Before UBS, Joseph also worked at Swiss Re, KPMG, HSBC and Cathay Pacific.
Joseph is credentialed as an Executive Coach by International Coaching Federation. An honours graduate from Hong Kong University with a BA in Business. He grew up in Hong Kong and speaks Cantonese and English. He coaches in both languages.